Cassady Schiller Wealth Management LLC Boosts Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Cassady Schiller Wealth Management LLC raised its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 1.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 43,721 shares of the company’s stock after purchasing an additional 719 shares during the quarter. Vanguard S&P 500 ETF accounts for about 8.6% of Cassady Schiller Wealth Management LLC’s investment portfolio, making the stock its 3rd biggest position. Cassady Schiller Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $23,558,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Your Advocates Ltd. LLP bought a new position in shares of Vanguard S&P 500 ETF during the 4th quarter worth about $29,000. Asset Management One Co. Ltd. increased its holdings in shares of Vanguard S&P 500 ETF by 185.0% during the 4th quarter. Asset Management One Co. Ltd. now owns 57 shares of the company’s stock worth $31,000 after purchasing an additional 37 shares during the period. Prospera Private Wealth LLC bought a new position in shares of Vanguard S&P 500 ETF during the 3rd quarter worth about $46,000. Urban Financial Advisory Corp bought a new stake in Vanguard S&P 500 ETF in the third quarter valued at about $51,000. Finally, Sherman Asset Management Inc. bought a new stake in Vanguard S&P 500 ETF in the fourth quarter valued at about $52,000.

Vanguard S&P 500 ETF Stock Up 2.1 %

NYSEARCA VOO opened at $517.46 on Monday. The stock has a market cap of $1.46 trillion, a P/E ratio of 25.26 and a beta of 1.01. The company’s 50-day simple moving average is $545.52 and its 200 day simple moving average is $538.97. Vanguard S&P 500 ETF has a twelve month low of $453.90 and a twelve month high of $563.92.

Vanguard S&P 500 ETF Profile

Vanguard 500 Index Fund (the Fund) is an open-end investment company, or mutual fund. The Fund offers four classes of shares: Investor Shares, Admiral Shares, Signal Shares, and Exchange Traded Fund (ETF) Shares. The Fund seeks to track the investment performance of the Standard & Poor’s 500 Index, an unmanaged benchmark representing the United States large-capitalization stocks.